ELEVATION WEALTH PARTNERS, LLC
Q4 2025 13F Holdings
- Locationwalnut creek, CA
- Num holdings
959
- Value ($000)
$282,380
- Date Filed01/08/2026
- Form type13F-HR
- CIK0001976256
- All SEC filings
- NoteHoldings aggregated across “other managers” listed in original SEC filing, see here for detailed holdings broken out by other managers
Compare Q4 2025 toSelect Quarter
Issuer Name | Class | CUSIP | VALUE | % | Shares | Principal | Option Type |
|---|---|---|---|---|---|---|---|
ISHARES TR | CORE UNIVRSL USD | 46434V613 | $31.23M | 11 % | 671,055 | ||
SCHWAB STRATEGIC TR | FUNDAMENTAL US L | 808524771 | $20.07M | 7 % | 737,497 | ||
ISHARES TR | CORE S&P US GWT | 464287671 | $19.68M | 7 % | 117,210 | ||
AMERICAN CENTY ETF TR | INTL EQT ETF | 025072703 | $14.3M | 5 % | 173,772 | ||
SCHWAB STRATEGIC TR | US LRG CAP ETF | 808524201 | $11.32M | 4 % | 420,588 | ||
VANGUARD INDEX FDS | MID CAP ETF | 922908629 | $9.42M | 3 % | 32,446 | ||
APPLE INC | COM | 037833100 | $8.28M | 3 % | 30,461 | ||
AMERICAN CENTY ETF TR | AVANTIS EMGMKT | 025072604 | $7.95M | 3 % | 103,201 | ||
ALPHABET INC | CAP STK CL A | 02079K305 | $7.03M | 3 % | 22,470 | ||
DIMENSIONAL ETF TRUST | US SUSTAINABILTY | 25434V716 | $6.24M | 2 % | 143,765 |
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